Key Features
| Feature | Description |
| Web-based | No software required. Can be accessed via the Internet from anywhere |
| System User Flexibility | Unlimited user access. Can be used in a single or multi site business |
| Dialler Link | Can be linked to a dialler |
| Interface Flexibility | The user interface can be bespoke to any design and corporate ID |
| Fully Hierarchical Reporting | Consolidate reports across multiple sites, by region, zone or nationally |
| Complete FCA Compliance Process | Lays down a formal procedure for sales scripts, status disclosure, demands and needs and product recommendations |
| Editable Demands and Needs Questions |
Tailored exactly to your business and product range. Works through the FSA regulations with a customer in a simple, step by step process |
| Editable Sales Scripts | Tailored to each product. Fully configurable |
| Automated System Recommendations & Quotations | The system automatically makes recommendations, quotations and checks eligibility |
| FCA Compliance and Insurance Paperwork | Prints out FCA pack, policies/certificates and fulfilment pack all configured to your exact needs |
| Flexible Data Transfer | Data can be sent electronically to any number of insurance providers |
| Full Compliance Reporting Suite | Compliance statistics available at all levels |
| Monitor Performance | Sales information consolidated or drill down to department, branch or sales advisor |
| FCA & Product Learning Module | On-demand web-based FCA & product training courses available via e-learning module from within the system |
| System Training & Support | Both virtual and classroom training and support available |
